How to Map Questions to Forms

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Mapping Questions to Forms

  • To access the forms mapper, first select the line you are creating the form for, or click on 'configuration' in the Product Builder menu. Then, from the resources menu, select '+Add Form'

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  • Select the type of form you want to map. 

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  • In the above example, 'Intake form' has been selected. Click on 'add & map form' to be taken to the form mapper. Here, you will be prompted to upload a PDF which you will then be able to map your questions to. You can also upload a Word document and use Javascript to dynamically map fields.

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  • Once the PDF document has been uploaded, simply draw a box on the PDF and click the corresponding question (small red box) you want to link
  • After clicking on the “Link answer box to selected question” - your PDF box and text question from your line will turn green. Save mappings using the 'Save' button.
  • Repeat the process for all questions that you want to map to your form.

 

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How to map dynamic fields to forms

Dynamic FIelds/Plugins

If you want to display dynamic data from your Rating Spreadsheet on a generated PDF, simply type the name as it appears in the spreadsheet under the Plugins tab.

 

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Remember to save your configuration!

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